Filed April 21, 2022
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,876 | $99,032+13.0% | $80,022+39.8% | $135,382-17.4% |
| Participation rate | 66.7% | 78.4%-11.7pp | 75.8%-9.2pp | 82.6%-16.0pp |
| Annual return | -5.04% | 15.39%-20.4pp | 11.22%-16.3pp | 519.77%-524.8pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,146 | $4,282-49.9% | $3,686-41.8% | $5,609-61.7% |
| Admin fee / account holder | $12,335 | $10,436+18.2% | $6,521+89.1% | $10,829+13.9% |